2021 Investor Day
Deliver superior client experience with targeted
technology spend
Priorities
Investments
Personalized offering,
driven by analytics
IT spend ~+60%
in 2024 (Aspiration) vs. 2021E
Sample achievements
End-to-end digital
advisory -
customized advice at
broad scale
+35%
client investment
proposals²
9M21 vs. 9M20
Direct-to-client
investment ideas
Omni channel client experience
for better conversion
Wealth Management total IT spend 1
in %, medium-term aspiration
Front office
Risk &
compliance
& other
-30%
~40%
Bespoke direct to
client advice and
communication channel
(launched in 2019)
~2X
clients on CS Chat³
9M21 vs. 9M20
~30%
Products & platform
CSX digital banking
offering leading
transition to digital
Strong uptake
in new clients
>50% are younger
than 35 years
1 Wealth Management total technology cash spend 2 For EMEA PBI 3 Within APAC division
4 In SUB CSX
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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